Update on most of my active ideas

Closing 5 ideas

A review of 2024

Unidata

Italian IT services compounder

A biotech slow liquidation

Update #7

Was the VOC company really worth trillions?

Berry Global, part II

Mission critical SaaS company

Industrial packaging stock at 6-7x PE

Another OTC pharma roll up

HK Auto Finance Fintech stock: Low quality business with rapidly growing SaaS business attached

Closing Galecto: Strategic alternative process has finished

Closing one idea: And reopening an older idea

Chinese Animal Spirits: A short update

Two new ideas: UK listed profitable OTC pharma stock with catalyst and Chinese retailer

Updates #6: Two ideas added to tracking portfolio

Update #5: DADA, GHG and recently added pharma stock

Trying to make sense of Lufax: Lot’s of confusion for me around Lufax (LU). I took my dividend in shares being under the impression the scrip price was $2.15 (1 ADR is 2 shares):

Closing Protalix again: Turns out there is a better mouse trap.

Reactivating rare disease biotech idea: It caused me anxiety being out of this stock

Two EM stocks on my watch list that I don't own: Trading at <5x earnings

Closing DOYU: I mentioned Douyu (DOYU a couple months ago at $7, and now after announcing a $9.76 special dividend I am closing this one. Post dividend discount to net cash is about 50%, which seems fair as this will probably be the last dividend for a while. At $18 not a lot of sense in holding. From experience, these things jump on the news and then sag down when not much happens.

Opening Lufax again: Some updates and a new quick idea.